This service is designed to ensure continuing adherence for the requirements to keep 'investments under review' and ensure that the Trust has 'taken advice' in accordance with the Trustee Act. Our service gives you access to specialist advice including tax planning and investment advice.

Our Trust Review Service ensures that any Trusts that you act for are compliant with the Trustee Act 2000. The service also aims to reduce paperwork for solicitors, which can free up time so that you can concentrate on your clients. We also offer unique Trustee banking services. Click here to find out more.

How does the Trust Review Service work?

Stage 1: Trust Review Information Form - This document is completed by either your firm or by one of our partners. This form gathers all the relevant background information.

Stage 2: Upon receipt of the information form an analysis of the existing Trust investments is undertaken. An Investment Suitability Report is prepared and sent to you. This report will detail any areas of concern and provide suggestions as to how they can be dealt with.

Stage 3: We will prepare the required documents to ensure adherence to the Trustee Act 2000.

Stage 4: If there are serious areas of concern, we will prepare a further report which provides the Trustees with more specific investment suggestions, in line with the requirements of the Trust. There is no commitment to implement these suggestions.

On an ongoing basis, we are able to offer this service periodically, to ensure continuing adherence to the Trustee Act 2000.

We also offer training to legal advisers on the requirements of the Trustee Act 2000 and our service. We are registered with the Solicitors Regulation Authority and the Bar Council for Continuous Professional Development (CPD) purposes.  Please click here for a copy of our Training and Education programme.

As part of our service in this area we also offer links to reputable legal firms who deal with legal issues surrounding the role of Trustees.

Click here to go to our map page to see the firms who may be able to assist you in this highly specialised area.

Please note that none of the legal firms or specialist individuals listed have any vested interest in Nestor Partnership nor we in them. These links are purely a service that we provide for our clients to assist them in identifying and locating suitable professionals.

If you need further details and information regarding our Trustee Review Service please contact us.

Click here to download our Financial Advice for Trust and Probate brochure.